Perfectly Suited for Your Small Business
Why QuickBooks Online?
QuickBooks is an easy-to-use and affordable solution that enables you to manage your business more efficiently. It is the ideal business accounting software for small to mid-sized companies.
More Freedom to Focus on Your Business
When you use accounting software like QuickBooks, you gain more time to focus on what you do best—running your business. Instead of digging through filing cabinets or stacks of paperwork, you can quickly find the information you need. With cloud-based access, your financial data is available anytime, whether you’re on your phone, laptop, or meeting with your tax preparer.
While QuickBooks is designed to be user-friendly, the initial setup can be tricky. Save hours of frustration by letting us set up QuickBooks correctly from the start, ensuring your books are accurate, organized, and ready to support your business.
QuickBooks Online Services
QuickBooks Online Setup - $50 per hour (minimum 4 hours)
Account Set Up
Company Profile
Enter essential business details such as your company name, address, tax id, and other key information to establish your company file.
Chart of Accounts
Create a structured list of categories - income, expenses, assets, liabilities, and equity - that form the backbone of your financial records.
Customizing Preferences
Invoices & Estimates
Personalize the design and layout of your invoices, estimates, and sales forms to align with your company’s branding.
Payment Terms
Define your standard payment terms and set automated reminders for overdue invoices to improve cash flow management.
Importing Data
Historical Transactions
Import past financial data, such as bank statements and old invoices, to maintain a complete and consistent record.
Customers, Vendors, and Items
Migrate your existing customer, vendor, and product data from spreadsheets or other accounting platforms into QuickBooks.
Bank Account Setup
Linking Bank Accounts
Connect your business bank accounts and credit cards to enable automatic download and categorization of transactions.
Bank Reconciliations
Ensure your bank feeds are properly configured to simplify monthly account reconciliation.
Sales Tax Setup (if applicable)
Sales Tax Agency Setup
Add relevant tax authorities for timely and accurate tax remittance.
Sales Tax Configuration
Set up applicable sales tax rates and ensure taxes are correctly calculated and applied to your transactions.
Integration Setup
Third-Party Integrations
Connect QuickBooks with external tools such as payment processors (e.g., PayPal, Stripe), inventory systems, or CRM platforms for seamless workflow integration.
User Permissions & Roles
User Management
Create user profiles and assign specific roles and access levels to team members or external accountants, based on their responsibilities.
Financial Reporting
Customized Reports
Generate tailored financial reports—including profit & loss statements, balance sheets, and cash flow reports—that provide meaningful insights for your business decisions.